AWA
UAL icon

Amplius Wealth Advisors’s United Airlines UAL Stock Holding History

Amplius Wealth Advisors’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-256
Closed -$11K – 848
2021
Q4 		$11K Buy
+256
New +$11.9K ﹤0.01% 598

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Amplius Wealth Advisors's UAL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of United Airlines (UAL) in Q1 2022, closing a stake of 256 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in UAL in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining United Airlines position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 256 United Airlines shares in Q1 2022, an estimated $11K.
  • Amplius Wealth Advisors first reported a position in United Airlines in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's United Airlines position peaked at $11K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.